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Laurels

Best Financial Advisors in Kenosha
2022

We scored 30 Financial Advisors in Kenosha, WI and Picked the Top 8

Here are the Picks:

Baird Milwaukee-Downtown

Financial Advisors Inc.

FORM Wealth Advisors

Hilltop Financial Advisors

Jordan Financial Life Planning

Oak Wealth Advisors

Spectrum Wealth Advisors

The Schaeffer Financial Group, LLC

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Kenosha Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 30 21 8

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Baird Milwaukee-Downtown

  • Wealth Management
  • Financial Planning

Baird Milwaukee-Downtown provides Kenosha residents with an assortment of wealth management and financial planning services. Its advisors assess factors like clients' risk tolerance, time horizon, and financial goals like saving for their families' higher education. They use this data to implement custom investment strategies, monitoring and updating them according to changes in the client's circumstances and goals. Peter Duback, the company's managing director, previously worked in the economic analysis division of ICF Consulting and the capital markets division of E*Trade Financial.

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777 E Wisconsin Ave
Milwaukee, WI 53202

Website Instagram

(414) 765-3500 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Financial Advisors Inc.

  • Certified Financial Planner (CFP)

Financial Advisors Inc. serves people throughout Kenosha. It offers financial planning, business services, and tax and accounting assistance. The company was established in 1983 by Irene Vilona-LaBonne, who completed her financial planning course and certification in 1986. She holds multiple licenses, including security licenses Series 7 and 63, along with life, health, disability, and long-term care licenses. Her son, Scott Vilona, joined the firm in 2008 as its in-house CPA. Scott holds a master's degree in business administration and is a member of the AICPA.

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517 East Walworth Avenue
Delavan, WI 53115

Website

(262) 728-2202 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

FORM Wealth Advisors

  • Certified Financial Planner (CFP)

FORM Wealth Advisors is a financial planning firm that has been serving Kenosha and the surrounding areas since 2001. Its life services implement and coordinate financial planning points for seven different areas, including lifestyle, insurance, money, investments, taxes, retirement, and estate. It also provides life formation services, which include insurance solutions, investment strategies, and retirement planning. FORM Wealth Advisors was named in Forbes' 2021 Best-In-State Wealth Advisors for Wisconsin and Barron's 2021 Top 1,200 Financial Advisors.

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431 Geneva National Ave. South
Lake Geneva, WI 53147

Website

(262) 686-3005 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Hilltop Financial Advisors

  • Financial Planning
  • Certified Financial Planner (CFP)

Hilltop Financial Advisors is an investment management adviser serving clients in the Kenosha metro. It assists individuals and families in achieving financial goals by creating strategies in financial and retirement planning and investment management. It also provides advisory services for student loan repayment options, setting up a monthly budget, 401(k) analysis, and college savings planning. Owner Erik Kroll is a Certified Financial Planner. He is also a member of the National Association of Personal Financial Advisors.

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Kenosha, WI

Website

(414) 944-1867 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Jordan Financial Life Planning

  • Estate Planning
  • Certified Financial Planner (CFP)

Founded in 2005, Jordan Financial Life Planning provides investment advisory services, including portfolio management, to clients in Kenosha. The company helps clients design a financial framework suitable for their life circumstances and future financial goals. David Jordan, founder, and financial planner, assists clients in cash flow management, insurance analysis, college education planning, retirement accumulation and distribution, and estate planning. He is a member of the Financial Planning Association and has 24 years of financial services experience.

Click to Call

6123 Green Bay Rd Ste 260
Kenosha, WI 53142

Website

(262) 656-1141 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.3 / 5 (Better)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Oak Wealth Advisors

  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)

Oak Wealth Advisors provides financial planning to the Kenosha metro. The services it offers include cash flow planning, risk management, wealth transfer, compensation and benefits planning, charitable gift planning, and retirement planning. The firm follows six implementation guidelines that include reducing investment expenses, minimizing taxes and turnover, maintaining investment discipline, and thinking long-term. Michael C. Walther II, its president and managing member, is a Certified Financial Planner who founded the firm to provide independent planning to families with members with special needs.

Click to Call

836 Skokie Boulevard
Northbrook, IL 60062

Website

(847) 945-8888 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Spectrum Wealth Advisors

  • Wealth Management
  • Financial Planning

Spectrum Wealth Advisors provides a variety of financial planning services for clients in Kenosha. Its team of professionals strives to provide tailored plans for the best interests and goals of clients. In addition to wealth management and tax preparation, the firm also handles business services such as accounting, consulting, and succession planning. It was founded in 2014 by CPA Aaron Young and his father, Jamie. They have over 35 years of collective experience in the industry.

Click to Call

10411 Corporate Drive
Pleasant Prairie, WI 53158

Website

(262) 456-3535 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

The Schaeffer Financial Group, LLC

  • Finance Planning

The Schaeffer Financial Group, LLC, helps individuals stretch their household income, plan for retirement, and save for their children's college. With the motto “We’re There When Life Happens,” the Kenosha firm works with its clients in creating investment and insurance plans that cover unexpected life events and secure a future for their families. Gregory Schaeffer has been in the finance industry since 1974. His clientele includes retirees, pre-retirees, and business owners. Schaeffer is a life and qualifying member of the Million Dollar Round Table.

Click to Call

2315 – 30th Avenue
Kenosha, WI 53144

Website

(262) 551-8900 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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